Marquis Software Solutions

Marquis Software Solutions, Inc. is a Plano, Texas-based company that specializes in providing marketing, sales, and compliance solutions for financial institutions both in the United States and internationally. Established in 1986, the company offers a range of services, including customer relationship management, direct mail management, and support for community reinvestment act, HMDA, and fair lending compliance. With expertise in data analytics and strategic consulting, Marquis Software Solutions aims to help over 400 financial institutions enhance their profitability and retention efforts. By providing tailored software and consulting services, the company focuses on delivering measurable results for its clients in a competitive landscape.

John Kassing

Co-Founder

1 past transactions

DocuMatix

Acquisition in 2017
DocuMatix is a provider of communications software solutions specifically designed for credit unions and banks. The platform enables these financial institutions to implement automated, trigger-based marketing campaigns through various channels, including email, SMS text messaging, and surveys. By offering tools such as secure web forms, events, polls, and financial calculators, DocuMatix aims to enhance customer awareness and loyalty. The company's solutions simplify communication processes for its clients, helping them improve their market presence and productivity.
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